Filed March 29, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,070 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $26,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,191 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,250 | $37,213+86.1% | $156,549-55.8% | $63,975+8.2% |
| Participation rate | 89.3% | 65.0%+24.3pp | 84.0%+5.3pp | 71.1%+18.2pp |
| Annual return | 7.68% | 47.89%-40.2pp | 32.23%-24.5pp | 48.65%-41.0pp |
| Employer contribution / active EE | $2,700 | $1,357+99.0% | $5,501-50.9% | $2,182+23.8% |
| Participant deferral / active EE | $5,072 | $2,070+145.0% | $4,871+4.1% | $3,356+51.1% |
| Admin fee / account holder | $16 | $56-71.9% | $13,027-99.9% | $70-77.6% |